Benchmark Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History

Benchmark Wealth Management, LLC

  • $183 Million
  • Q1 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 66,700 shares of ILCB stock, worth $5.08 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
66,700
Previous 70,429 5.29%
Holding current value
$5.08 Million
Previous $4.63 Million 4.36%
% of portfolio
2.63%
Previous 2.74%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 08, 2024
SELL
$64.54 - $72.47 $240,669 - $270,240
-3,729 Reduced 5.29%
66,700 $4.83 Million
Q4 2023

Jan 19, 2024
SELL
$56.59 - $65.96 $10,016 - $11,674
-177 Reduced 0.25%
70,429 $4.63 Million
Q3 2023

Oct 16, 2023
SELL
$58.68 - $63.17 $536,687 - $577,752
-9,146 Reduced 11.47%
70,606 $4.16 Million
Q2 2023

Jul 19, 2023
SELL
$55.57 - $61.08 $98,247 - $107,989
-1,768 Reduced 2.17%
79,752 $4.87 Million
Q1 2023

Apr 17, 2023
SELL
$52.17 - $57.5 $80,498 - $88,722
-1,543 Reduced 1.86%
81,520 $4.6 Million
Q4 2022

Feb 07, 2023
SELL
$51.16 - $56.14 $20,105 - $22,063
-393 Reduced 0.47%
83,063 $4.37 Million
Q3 2022

Oct 13, 2022
SELL
N/A
-6,850 Reduced 7.59%
83,456 $4.12 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-184 Reduced 0.2%
90,306 $4.69 Million
Q1 2022

Apr 14, 2022
SELL
N/A
-104 Reduced 0.11%
90,490 $5.69 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-1,751 Reduced 1.9%
90,594 $6.02 Million
Q3 2021

Oct 12, 2021
SELL
N/A
-906 Reduced 0.97%
92,345 $5.6 Million
Q2 2021

Jul 14, 2021
BUY
N/A
69,300 Added 289.34%
93,251 $5.66 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-251,994 Reduced 91.32%
23,951 $5.37 Million
Q4 2020

Jan 12, 2021
BUY
N/A
248,026 Added 888.38%
275,945 $5.98 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-1,741 Reduced 5.87%
27,919 $5.44 Million
Q2 2020

Jul 09, 2020
SELL
N/A
-1,117 Reduced 3.63%
29,660 $5.18 Million
Q1 2020

Apr 22, 2020
SELL
N/A
-3,109 Reduced 9.17%
30,777 $4.51 Million
Q4 2019

Jan 28, 2020
BUY
N/A
33,886 New
33,886 $6.25 Million

Others Institutions Holding ILCB

# of Institutions
157
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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